9258 Wealth Management’s Raymond James Financial RJF Stock Holding History

9258 Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.84M	Hold	15,026	–	–	0.27%	76
2024 Q2	$1.86M	Hold	15,026	–	–	0.29%	70
2024 Q1	$1.93M	Hold	15,026	–	–	0.3%	69
2023 Q4	$1.68M	Hold	15,026	–	–	0.29%	68
2023 Q3	$1.51M	Hold	15,026	–	–	0.29%	71
2023 Q2	$1.56M	Buy	15,026 +13	+0.1%	+$1.21K	0.29%	66
2023 Q1	$1.4M	Hold	15,013	–	–	0.28%	70
2022 Q4	$1.6M	Hold	15,013	–	–	0.35%	65
2022 Q3	$1.48M	Hold	15,013	–	–	0.38%	61
2022 Q2	$1.34M	Hold	15,013	–	–	0.34%	71
2022 Q1	$1.65M	Hold	15,013	–	–	0.38%	53
2021 Q4	$1.51M	Hold	15,013	–	–	0.35%	57
2021 Q3	$1.39M	Sell	15,013 -1	-0%	-$90	0.37%	53
2021 Q2	$1.3M	Sell	15,014 -6,750	-31%	-$588K	0.35%	59
2021 Q1	$1.78M	Sell	21,764 -43	-0.2%	-$3.21K	0.53%	31
2020 Q4	$1.39M	Buy	21,807 +43	+0.2%	+$2.46K	0.45%	44
2020 Q3	$1.11M	Hold	21,764	–	–	0.42%	48
2020 Q2	$999K	Sell	21,764 -1,443	-6%	-$65K	0.4%	57
2020 Q1	$1.02M	Hold	23,207	–	–	0.45%	52
2019 Q4	$1.38M	Hold	23,207	–	–	0.51%	40
2019 Q3	$1.28M	Hold	23,207	–	–	1%	24
2019 Q2	$1.31M	Hold	23,207	–	–	1.05%	22
2019 Q1	$1.24M	Hold	23,207	–	–	1.06%	29
2018 Q4	$1.15M	Buy	+23,207	New	+$1.24M	1.11%	16

Other funds holding RJF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

9258 Wealth Management's RJF Position: Q3 2024 in Review

9258 Wealth Management held its Raymond James Financial (RJF) position steady in Q3 2024 at 15,026 shares worth $1.84M. The position accounts for 0.27% of the portfolio, ranked #76.

9258 Wealth Management first reported a position in RJF in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.93M in Q1 2024. 762 funds tracked by Wall St. Rank hold RJF as of Q3 2024.

9258 Wealth Management held 15,026 shares of Raymond James Financial worth $1.84M as of Q3 2024.
9258 Wealth Management left its Raymond James Financial share count unchanged in Q3 2024.
Raymond James Financial made up 0.27% of 9258 Wealth Management's portfolio in Q3 2024, its #76 holding.
9258 Wealth Management first reported a position in Raymond James Financial in Q4 2018 and has held it in 24 quarters since.
9258 Wealth Management's Raymond James Financial position peaked at $1.93M in Q1 2024.
762 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.